-1.4%
VCIT vs AZO
-13.9%
+12.5%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.6% |
| 7D | +0.1% | +0.5% | -0.4% | +0.1% |
| 30D | +1.1% | +9.4% | -8.3% | +0.9% |
| 3M | -1.4% | +4.9% | -6.2% | -1.5% |
| 6M | -2.3% | -8.0% | +5.7% | -2.2% |
| YTD | -1.8% | -5.1% | +3.3% | -1.8% |
| All | -1.4% | -13.9% | +12.5% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AZO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling